Discretionary Portfolio Management
Let your wealth be managed with discretion and professionalism. Talk to us about your individual risk appetite, your financial goals and your investment horizon. Through continuous monitoring and state of the art risk management, we ensure that your portfolio adapts to changing market conditions. You benefit from our extensive and long-standing expertise and we support you to achieve long term goals. Let’s discuss your needs and find a tailored, professional and sustainable wealth management solution for you.
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We follow a disciplined, multi-layered investment process designed to deliver consistent outcomes. From strategic asset allocation to tactical decisions, each step is grounded in rigorous analysis, ensuring transparency, repeatability, and control. Our investment strategies are built using a modular framework, with each component aligned to a specific investment theme or asset class. This allows for tailored portfolio design - flexible, scalable, and precisely aligned with each client’s objectives.
Index Option Strategy
The Index Option Strategy is an additional offering for selected qualified investors that seek to optimize performance by generating an additional income stream. We analyze and trade index options on the largest and most liquid equity indices to take advantage of attractive option premiums in a regime of outsized volatility that offers an appealing risk/reward ratio.
The strategy functions as an overlay on collateralizable assets, such as cash, equities, bonds, gold, and others managed by Ameliora, you, or a third party. Our strategy is not leveraged and is guided by a strict risk management framework. This process enables us to remain resilient during volatile markets and often benefit from them. Rather than trying to predict the market, we act on human behavior (fear and greed) and let time work in our favor.
In a nutshell
Structured Investment process to achieve your financial objectives
Continuous portfolio monitoring and active risk management
Save valuable time
Advisory Portfolio Management
Do you prefer to be actively involved in decision making? Benefit from our analyses, market assessments and tailored investment recommendations. You can always rely on us to recognize and take into account your individual goals, preferences on your individual investment strategy. Through continuous monitoring and state of the art risk management, we will together ensure that your portfolio adapts to changing market conditions.
In a nutshell
Benefit from our competent investment advice
Regular portfolio analysis including risk management
Access to senior investment professionals
Wealth Planning Solutions
Ameliora and partners provide bespoke and comprehensive solutions for our clients, by working closely with your family office or advisor to achieve your vision for the future. Through our partnerships with regulated entities, you access a fully coordinated solution landscape.
In a nutshell
Comprehensive and transparent wealth management services
Consolidation of traditional and non-traditional assets across banks
Customized asset protection solution for future generation
Digital assets can be held securely in a regulated Swiss or Liechtenstein Bank*
* restrictions may apply for certain nationalities
Our Client Base
Ameliora works with a wide range of clients and has the expertise as well as the platform and tools to achieve your long-term financial goals. With a focus on long-term success and a commitment to personalized service, we help you navigate through the complexity of investment, financial planning, legacy management and ensuring that your goals are met with confidence and precision.
Our Clients
Wealthy individuals and Family Offices
Founders, entrepreneurs and investors
Trust & Foundations
Our Core Markets
Thanks to our strong European roots and our global network we offer our clients significant benefits that drive business growth. We concentrate on markets where we have a competitive advantage. By maintaining this focus, we ensure that we continue to deliver high-quality, specialized services that directly contribute to our clients' success.
Switzerland / Liechtenstein
USA for US residents and Non-US residents
Latin America
Western Europe
Choose your Booking Center
History shows that cross-border asset flows increase when macroeconomic uncertainty rises. This is because investors are seeking opportunities to diversify their assets and minimize potential risks. Based on your needs, we offer a unique proposition to manage and custody your assets either from Switzerland or the USA:
Ameliora Wealth Management Ltd, Zurich: Your contracting party based in Switzerland
Custody with Swiss and Liechtenstein banks
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Licensed as an asset manager by FINMA (Swiss Financial Market Supervisory Authority) and registered as an investment advisor with the SEC (Securities Exchange Commission)
Ameliora Wealth Management USA LLC, Miami: Your contracting party based in the USA
Custody with Pershing or CREAND
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Registered as an investment advisor with the SEC (US Securities and Exchange Commission
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A multi-booking platform offers several benefits, particularly for clients seeking efficiency and convenience.
With our flexible structure and experienced team, we are well positioned to offer you a tailored, cross-border wealth management solution that meets your individual needs.